13F HOLDINGS REPORT
INVESTMENT HOUSE LLC
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001398344-26-002352
Total Value
$2.10B
Positions
215
Other Managers
0
Confidential Omitted
No
Holdings (215)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 519,601 | $141.3M | 6.71% |
| 2 | ALPHABET INC | GOOG | 370,462 | $116.0M | 5.51% |
| 3 | META PLATFORMS INC | META | 160,951 | $106.2M | 5.05% |
| 4 | MICROSOFT CORP | MSFT | 205,344 | $99.3M | 4.72% |
| 5 | NVIDIA CORPORATION | NVDA | 454,137 | $84.7M | 4.03% |
| 6 | AMAZON COM INC | AMZN | 328,924 | $75.9M | 3.61% |
| 7 | ALPHABET INC | GOOG | 209,480 | $65.7M | 3.12% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 63,541 | $54.8M | 2.60% |
| 9 | INTUIT | INTU | 76,468 | $50.7M | 2.41% |
| 10 | ELI LILLY & CO | LLY | 46,893 | $50.4M | 2.40% |
| 11 | NU HLDGS LTD | NU | 2,588,691 | $43.3M | 2.06% |
| 12 | AMERICAN EXPRESS CO | AXP | 110,567 | $40.9M | 1.94% |
| 13 | ADOBE INC | ADBE | 97,851 | $34.2M | 1.63% |
| 14 | APPLOVIN CORP | APP | 50,370 | $33.9M | 1.61% |
| 15 | DELL TECHNOLOGIES INC | DELL | 259,815 | $32.7M | 1.55% |
| 16 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 185,325 | $30.0M | 1.43% |
| 17 | WASTE MGMT INC DEL | 94106L109 | 131,968 | $29.0M | 1.38% |
| 18 | MERCADOLIBRE INC | MELI | 13,989 | $28.2M | 1.34% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 80,166 | $26.5M | 1.26% |
| 20 | WILLIAMS SONOMA INC | WSM | 133,498 | $23.8M | 1.13% |
| 21 | AUTOMATIC DATA PROCESSING IN | ADP | 87,005 | $22.4M | 1.06% |
| 22 | QUALCOMM INC | QCOM | 128,828 | $22.0M | 1.05% |
| 23 | MOTOROLA SOLUTIONS INC | MSI | 57,135 | $21.9M | 1.04% |
| 24 | BOOKING HOLDINGS INC | BKNG | 3,832 | $20.5M | 0.98% |
| 25 | EXPEDIA GROUP INC | EXPE | 71,989 | $20.4M | 0.97% |
| 26 | PAYCHEX INC | PAYX | 180,970 | $20.3M | 0.96% |
| 27 | JOHNSON & JOHNSON | JNJ | 95,829 | $19.8M | 0.94% |
| 28 | LOWES COS INC | 548661107 | 81,076 | $19.6M | 0.93% |
| 29 | AUTODESK INC | ADSK | 63,699 | $18.9M | 0.90% |
| 30 | NEBIUS GROUP N.V. | NBIS | 218,858 | $18.3M | 0.87% |
| 31 | TEXAS INSTRS INC | 882508104 | 103,982 | $18.0M | 0.86% |
| 32 | ECOLAB INC | ECL | 67,735 | $17.8M | 0.85% |
| 33 | CUMMINS INC | CMI | 33,947 | $17.3M | 0.82% |
| 34 | SEA LTD | SE | 133,668 | $17.1M | 0.81% |
| 35 | ISHARES TR | 464287556 | 97,917 | $16.5M | 0.79% |
| 36 | VISA INC | V | 46,453 | $16.3M | 0.77% |
| 37 | INTUITIVE SURGICAL INC | ISRG | 28,680 | $16.2M | 0.77% |
| 38 | ACCENTURE PLC IRELAND | ACN | 59,087 | $15.9M | 0.75% |
| 39 | QXO INC | QXO-PB | 799,935 | $15.4M | 0.73% |
| 40 | CROWDSTRIKE HLDGS INC | CRWD | 31,965 | $15.0M | 0.71% |
| 41 | MOLINA HEALTHCARE INC | MOH | 84,280 | $14.6M | 0.70% |
| 42 | STRYKER CORPORATION | SYK | 40,342 | $14.2M | 0.67% |
| 43 | REDDIT INC | RDDT | 60,995 | $14.0M | 0.67% |
| 44 | UBER TECHNOLOGIES INC | UBER | 163,785 | $13.4M | 0.64% |
| 45 | MAPLEBEAR INC | CART | 297,378 | $13.4M | 0.64% |
| 46 | WALMART INC | WMT | 117,047 | $13.0M | 0.62% |
| 47 | ALIGN TECHNOLOGY INC | ALGN | 82,117 | $12.8M | 0.61% |
| 48 | FACTSET RESH SYS INC | 303075105 | 42,393 | $12.3M | 0.58% |
| 49 | UNION PAC CORP | UNP | 52,692 | $12.2M | 0.58% |
| 50 | AIRBNB INC | ABNB | 85,725 | $11.6M | 0.55% |
| 51 | ORACLE CORP | ORCL-PD | 58,453 | $11.4M | 0.54% |
| 52 | NOVARTIS AG | NVSEF | 81,848 | $11.3M | 0.54% |
| 53 | TRIMBLE INC | TRMB | 143,366 | $11.2M | 0.53% |
| 54 | MASTERCARD INCORPORATED | MA | 19,571 | $11.2M | 0.53% |
| 55 | SPDR SERIES TRUST | 78464A870 | 91,495 | $11.2M | 0.53% |
| 56 | ABBVIE INC | ABBV | 47,122 | $10.8M | 0.51% |
| 57 | EDWARDS LIFESCIENCES CORP | EW | 120,800 | $10.3M | 0.49% |
| 58 | WW GRAINGER INC | 384802104 | 9,559 | $9.6M | 0.46% |
| 59 | AUTONATION INC | AN | 46,240 | $9.5M | 0.45% |
| 60 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 220,525 | $9.0M | 0.43% |
| 61 | PAYPAL HLDGS INC | PYPL | 150,675 | $8.8M | 0.42% |
| 62 | EXPEDITORS INTL WASH INC | 302130109 | 58,303 | $8.7M | 0.41% |
| 63 | PROGRESSIVE CORP | 743315103 | 37,095 | $8.4M | 0.40% |
| 64 | AMGEN INC | AMGN | 25,552 | $8.4M | 0.40% |
| 65 | ADVANCED MICRO DEVICES INC | AMD | 38,930 | $8.3M | 0.40% |
| 66 | CHURCH & DWIGHT CO INC | CHD | 96,589 | $8.1M | 0.38% |
| 67 | COUPANG INC | CPNG | 331,422 | $7.8M | 0.37% |
| 68 | D R HORTON INC | 23331A109 | 53,911 | $7.8M | 0.37% |
| 69 | DEERE & CO | DE | 16,262 | $7.6M | 0.36% |
| 70 | NORFOLK SOUTHN CORP | 655844108 | 25,722 | $7.4M | 0.35% |
| 71 | MICRON TECHNOLOGY INC | MU | 23,760 | $6.8M | 0.32% |
| 72 | JPMORGAN CHASE & CO. | VYLD | 20,018 | $6.5M | 0.31% |
| 73 | FEDEX CORP | FDX | 21,207 | $6.1M | 0.29% |
| 74 | INVESCO EXCHANGE TRADED FD T | IVZ | 31,091 | $6.0M | 0.28% |
| 75 | MERCK & CO INC | MRK | 55,454 | $5.8M | 0.28% |
| 76 | CISCO SYS INC | CSCO | 73,450 | $5.7M | 0.27% |
| 77 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,146 | $5.6M | 0.27% |
| 78 | HOME DEPOT INC | HD | 15,748 | $5.4M | 0.26% |
| 79 | WATERS CORP | 941848103 | 14,083 | $5.3M | 0.25% |
| 80 | BANK AMERICA CORP | 060505104 | 95,879 | $5.3M | 0.25% |
| 81 | CHARLES RIV LABS INTL INC | 159864107 | 24,442 | $4.9M | 0.23% |
| 82 | TOLL BROTHERS INC | TOL | 33,849 | $4.6M | 0.22% |
| 83 | CORNING INC | GLW | 51,815 | $4.5M | 0.22% |
| 84 | SOLVENTUM CORP | SOLV | 54,511 | $4.3M | 0.21% |
| 85 | INTERNATIONAL BUSINESS MACHS | INTR | 14,400 | $4.3M | 0.20% |
| 86 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 64,913 | $4.2M | 0.20% |
| 87 | RALPH LAUREN CORP | RL | 11,630 | $4.1M | 0.20% |
| 88 | FASTENAL CO | FAST | 101,637 | $4.1M | 0.19% |
| 89 | MEDTRONIC PLC | MDT | 41,923 | $4.0M | 0.19% |
| 90 | CORPAY INC | CPAY | 13,325 | $4.0M | 0.19% |
| 91 | ISHARES TR | 464288679 | 36,166 | $4.0M | 0.19% |
| 92 | NIKE INC | NKE | 57,981 | $3.7M | 0.18% |
| 93 | VALARIS LTD | VAL-WT | 72,674 | $3.7M | 0.17% |
| 94 | BUILDERS FIRSTSOURCE INC | BLDR | 34,132 | $3.5M | 0.17% |
| 95 | BROOKFIELD CORP | 11271J107 | 72,894 | $3.3M | 0.16% |
| 96 | CATERPILLAR INC | CAT | 5,808 | $3.3M | 0.16% |
| 97 | COMCAST CORP NEW | CCZ | 110,943 | $3.3M | 0.16% |
| 98 | ISHARES TR | 464287457 | 39,454 | $3.3M | 0.16% |
| 99 | MCDONALDS CORP | MCD | 10,592 | $3.2M | 0.15% |
| 100 | ASML HOLDING N V | ASMLF | 2,989 | $3.2M | 0.15% |
| 101 | BROADCOM INC | AVGO | 9,215 | $3.2M | 0.15% |
| 102 | DUOLINGO INC | DUOL | 18,038 | $3.2M | 0.15% |
| 103 | PEPSICO INC | PEP | 21,939 | $3.1M | 0.15% |
| 104 | BLOCK INC | BSQKZ | 47,893 | $3.1M | 0.15% |
| 105 | ZOETIS INC | ZTS | 24,334 | $3.1M | 0.15% |
| 106 | ABBOTT LABS | ABLZF | 24,044 | $3.0M | 0.14% |
| 107 | SCOTTS MIRACLE-GRO CO | SMG | 51,490 | $3.0M | 0.14% |
| 108 | GARMIN LTD | GRMN | 14,225 | $2.9M | 0.14% |
| 109 | COMPASS INC | COMP | 260,450 | $2.8M | 0.13% |
| 110 | SYSCO CORP | SYY | 36,940 | $2.7M | 0.13% |
| 111 | DISNEY WALT CO | 254687106 | 22,570 | $2.6M | 0.12% |
| 112 | ALPHA METALLURGICAL RESOUR I | 020764106 | 12,376 | $2.5M | 0.12% |
| 113 | FERRARI N V | RACE | 6,608 | $2.4M | 0.12% |
| 114 | YUM BRANDS INC | YUM | 15,680 | $2.4M | 0.11% |
| 115 | WARRIOR MET COAL INC | HCC | 24,993 | $2.2M | 0.10% |
| 116 | GILEAD SCIENCES INC | GILD | 17,047 | $2.1M | 0.10% |
| 117 | NETFLIX INC | NFLX | 20,790 | $1.9M | 0.09% |
| 118 | BLACKROCK INC | BLK | 1,780 | $1.9M | 0.09% |
| 119 | AECOM | ACM | 19,221 | $1.8M | 0.09% |
| 120 | ALIGNMENT HEALTHCARE INC | ALHC | 84,326 | $1.7M | 0.08% |
| 121 | SPDR GOLD TR | GLD | 4,150 | $1.6M | 0.08% |
| 122 | NEXTERA ENERGY INC | NEE-PW | 20,350 | $1.6M | 0.08% |
| 123 | TESLA INC | TSLA | 3,523 | $1.6M | 0.08% |
| 124 | FIVERR INTL LTD | M4R82T106 | 76,675 | $1.5M | 0.07% |
| 125 | QUANTA SVCS INC | 74762E102 | 3,557 | $1.5M | 0.07% |
| 126 | SPDR S&P 500 ETF TR | SPY | 2,137 | $1.5M | 0.07% |
| 127 | CCC INTELLIGENT SOLUTIONS HL | CCC | 179,750 | $1.4M | 0.07% |
| 128 | MARVELL TECHNOLOGY INC | MRVL | 16,440 | $1.4M | 0.07% |
| 129 | CHENIERE ENERGY INC | LNG | 7,000 | $1.4M | 0.06% |
| 130 | PROCTER AND GAMBLE CO | 742718109 | 8,889 | $1.3M | 0.06% |
| 131 | COCA COLA CO | KO | 17,266 | $1.2M | 0.06% |
| 132 | GOLDMAN SACHS GROUP INC | GSCE | 1,361 | $1.2M | 0.06% |
| 133 | TJX COS INC NEW | 872540109 | 7,567 | $1.2M | 0.06% |
| 134 | AT&T INC | T-PC | 46,350 | $1.2M | 0.05% |
| 135 | ULTA BEAUTY INC | ULTA | 1,895 | $1.1M | 0.05% |
| 136 | AGILENT TECHNOLOGIES INC | A | 7,945 | $1.1M | 0.05% |
| 137 | 3M CO | MMM | 6,722 | $1.1M | 0.05% |
| 138 | IDEXX LABS INC | 45168D104 | 1,510 | $1.0M | 0.05% |
| 139 | HP INC | HPQ | 45,666 | $1.0M | 0.05% |
| 140 | EBAY INC. | EBAY | 11,675 | $1.0M | 0.05% |
| 141 | RTX CORPORATION | RTX | 5,365 | $983,941 | 0.05% |
| 142 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,221 | $978,830 | 0.05% |
| 143 | THERMO FISHER SCIENTIFIC INC | TMO | 1,678 | $972,317 | 0.05% |
| 144 | TRANE TECHNOLOGIES PLC | TT | 2,400 | $934,080 | 0.04% |
| 145 | SHOPIFY INC | SHOP | 5,650 | $909,481 | 0.04% |
| 146 | ANALOG DEVICES INC | ADI | 3,268 | $886,282 | 0.04% |
| 147 | SELECT SECTOR SPDR TR | 81369Y886 | 20,600 | $879,414 | 0.04% |
| 148 | DONALDSON INC | DCI | 9,400 | $833,404 | 0.04% |
| 149 | SALESFORCE INC | CRM | 3,050 | $807,976 | 0.04% |
| 150 | ISHARES INC | 464286400 | 24,935 | $792,185 | 0.04% |
| 151 | ISHARES TR | 464287242 | 7,165 | $789,511 | 0.04% |
| 152 | WEC ENERGY GROUP INC | WEC | 7,300 | $769,858 | 0.04% |
| 153 | COLGATE PALMOLIVE CO | CL | 9,510 | $751,480 | 0.04% |
| 154 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 13,872 | $748,256 | 0.04% |
| 155 | ALPS ETF TR | 00162Q452 | 15,646 | $735,675 | 0.03% |
| 156 | ISHARES TR | 464288828 | 14,816 | $710,309 | 0.03% |
| 157 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,580 | $704,847 | 0.03% |
| 158 | LENNAR CORP | LEN-B | 6,829 | $702,021 | 0.03% |
| 159 | CVS HEALTH CORP | CVS | 7,965 | $632,102 | 0.03% |
| 160 | SPDR SERIES TRUST | 78464A888 | 5,922 | $609,729 | 0.03% |
| 161 | EDISON INTL | 281020107 | 10,078 | $604,866 | 0.03% |
| 162 | GLOBAL PMTS INC | 37940X102 | 7,620 | $589,788 | 0.03% |
| 163 | PALANTIR TECHNOLOGIES INC | PLTR | 3,259 | $579,287 | 0.03% |
| 164 | AMERICAN ELEC PWR CO INC | 025537101 | 4,941 | $569,747 | 0.03% |
| 165 | STARBUCKS CORP | SBUX | 6,650 | $559,997 | 0.03% |
| 166 | LOUISIANA PAC CORP | LPX | 6,859 | $553,933 | 0.03% |
| 167 | COINBASE GLOBAL INC | COIN | 2,446 | $553,138 | 0.03% |
| 168 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 2,127 | $544,576 | 0.03% |
| 169 | INTEL CORP | INTC | 13,802 | $509,294 | 0.02% |
| 170 | VANGUARD WORLD FD | 92204A876 | 2,700 | $499,608 | 0.02% |
| 171 | PFIZER INC | PFE | 20,053 | $499,331 | 0.02% |
| 172 | VANECK ETF TRUST | 92189H607 | 1,729 | $492,367 | 0.02% |
| 173 | SHERWIN WILLIAMS CO | SHW | 1,500 | $486,045 | 0.02% |
| 174 | VERIZON COMMUNICATIONS INC | VZ | 11,466 | $467,010 | 0.02% |
| 175 | PALO ALTO NETWORKS INC | PANW | 2,410 | $443,922 | 0.02% |
| 176 | ELECTRONIC ARTS INC | EA | 2,135 | $436,245 | 0.02% |
| 177 | QUEST DIAGNOSTICS INC | DGX | 2,503 | $434,346 | 0.02% |
| 178 | REGENERON PHARMACEUTICALS | REGN | 540 | $416,810 | 0.02% |
| 179 | TRANSOCEAN LTD | RIG | 100,000 | $413,000 | 0.02% |
| 180 | ILLINOIS TOOL WKS INC | 452308109 | 1,675 | $412,553 | 0.02% |
| 181 | SOUTHERN CO | SOMN | 4,458 | $388,762 | 0.02% |
| 182 | EMERSON ELEC CO | EMR | 2,882 | $382,499 | 0.02% |
| 183 | DANAHER CORPORATION | 235851102 | 1,596 | $365,356 | 0.02% |
| 184 | US BANCORP DEL | USB-PS | 6,025 | $321,494 | 0.02% |
| 185 | BIOGEN INC | BIIB | 1,730 | $304,463 | 0.01% |
| 186 | MORGAN STANLEY | MS-PQ | 1,700 | $301,801 | 0.01% |
| 187 | EVERCORE INC | EVR | 850 | $289,213 | 0.01% |
| 188 | MCKESSON CORP | MCK | 350 | $287,117 | 0.01% |
| 189 | TARGET CORP | TGT | 2,900 | $283,475 | 0.01% |
| 190 | SERVICENOW INC | NOW | 1,840 | $281,870 | 0.01% |
| 191 | HCA HEALTHCARE INC | HCA | 600 | $280,116 | 0.01% |
| 192 | HONEYWELL INTL INC | 438516106 | 1,425 | $278,003 | 0.01% |
| 193 | M & T BK CORP | 55261F104 | 1,350 | $271,998 | 0.01% |
| 194 | APPLIED MATLS INC | 038222105 | 1,050 | $269,840 | 0.01% |
| 195 | KENVUE INC | KVUE | 15,584 | $268,824 | 0.01% |
| 196 | SCHWAB CHARLES CORP | SCHW-PJ | 2,615 | $261,265 | 0.01% |
| 197 | UNITED PARCEL SERVICE INC | UPS | 2,625 | $260,374 | 0.01% |
| 198 | FS KKR CAP CORP | FSK | 17,237 | $255,280 | 0.01% |
| 199 | EAST WEST BANCORP INC | EWBC | 2,250 | $252,878 | 0.01% |
| 200 | HEICO CORP NEW | HEI-A | 775 | $250,782 | 0.01% |
| 201 | CONOCOPHILLIPS | COP | 2,675 | $250,407 | 0.01% |
| 202 | BOEING CO | BA-PA | 1,125 | $244,260 | 0.01% |
| 203 | LINDE PLC | LIN | 566 | $241,337 | 0.01% |
| 204 | JOHNSON CTLS INTL PLC | G51502105 | 2,000 | $239,500 | 0.01% |
| 205 | RPM INTL INC | 749685103 | 2,275 | $236,600 | 0.01% |
| 206 | BRADY CORP | BRC | 3,000 | $235,110 | 0.01% |
| 207 | IRON MTN INC DEL | 46284V101 | 2,800 | $232,260 | 0.01% |
| 208 | DXC TECHNOLOGY CO | DXC | 15,345 | $224,804 | 0.01% |
| 209 | WELLS FARGO CO NEW | 949746101 | 2,200 | $205,040 | 0.01% |
| 210 | SPDR SERIES TRUST | 78464A359 | 2,285 | $203,822 | 0.01% |
| 211 | VANGUARD SPECIALIZED FUNDS | 921908844 | 927 | $203,736 | 0.01% |
| 212 | SPDR SERIES TRUST | 78468R663 | 2,191 | $200,214 | 0.01% |
| 213 | HYPERION DEFI INC | HYPD | 46,675 | $166,163 | 0.01% |
| 214 | HYPERLIQUID STRATEGIES INC | PURR | 10,590 | $37,700 | 0.00% |
| 215 | ALLOGENE THERAPEUTICS INC | ALLO | 16,529 | $22,645 | 0.00% |